Word / Office Docs Add-In / Save As / Open in
in progress
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Allison Surowitz
A Microsoft Word Add-In that would include the following functionality:
A 'Save As / Save to LexWorkplace' button in the Word ribbon that allows users to save documents to LexWorkplace; either documents that are not already in LexWorkplace, or perform a 'Save As' as an additional way to make a copy of a document.
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David Hellstern
I concur with Tim F.'s comment last week, is there a status update as to when this will be available? We have recently moved over to LexWorkplace and this is the number one complaint I am receiving from attorneys and staff in my firm, that there is no "Save as" functionality like they were used to in Worldox.
LexWorkplace Product Team
David Hellstern: We couldn't agree more. This is actively IN DEVELOPMENT right how. Current estimates are that we'll be able to release this in Q1 (which I think is very likely).
Stay tuned!
-Dennis
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Tim F.
Is there a status update for this feature request? I'm getting a lot of negative feedback on this issue at my firm having just implemented LexWorkplace. Would like to offer some reassurance if there is a plan for when this will be implemented. Thanks
LexWorkplace Product Team
in progress
LexWorkplace Product Team
LexWorkplace Product Team
Thanks Alexandra J., this is great input. There's a similar Feature Request for this, so I'm going to merge this into that one. This is definitely on our radar.
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Alexandra J.
LexWorkplace Product Team: This should also be available when saving as a new document from an existing LW document. It also should be available with PDFs. Frankly, we are losing a lot of time saving locally and dragging into LexWorkplace. It also creates a lot of room for error.
LexWorkplace Product Team
Alexandra J.: Thank you for the input. This is definitely on our roadmap, closer to the top of the list. Stay tuned!
Rebecca Benner
Commenting to add a distinction between "Save as" > same version vs. new version. Lex generally has some versioning issues that I think are also planned or mentioned.
LexWorkplace Product Team
LexWorkplace Product Team
planned
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Allison Surowitz
Also, adding PDF to the list that needs to be directly Saved As to LWP without needing to save to desktop and dragging over.
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Jason Oldenburg
It is essential that a Microsoft Add-in (for both word and excel) gets created. It is imperative that we have the ability to do a save as directly into Lex Workplace. Failure to create such a feature will likely result in my firm discontinuing this program.
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Lisa S.
Jason Oldenburg: I agree with Jason - this is super important. As is being able to save as a PDF directly into LW. All this going back and forth between the desktop and LW is going to result in mistakes.
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Lisa S.
Spencer S:
Agreed. I've been in the legal biz for years - when I started I had a real life legal secretary, no computer, no cellphone. I marked up docs by hand. Fast-forward to 2022, and for the most part we are our own assistants (except for those in corner offices at Big-Law) many still working remotely. DMS has to work seamlessly and efficiently.
LexWorkplace Product Team
Lisa S.: Lisa and Spencer, thank you both for the input. This feedback is very important for product development, so I appreciate the time.
There is a separate Feature Request for Adobe Acrobat Add-In, I'll add both of you to that FR (upvote). That's definitely on our roadmap.
Thank you.
M
Mary Kay Cassidy
LexWorkplace Product Team: Not just Adobe Acrobat, it should be any of the popular PDF apps, including Kofax PowerPDF.
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